IXC vs XLE

AIXC

BXLE

Measures won2–3XLE wins · of 6 · 5Y

$10,000 · 5Y$26,887XLE · IXC $25,061

Lowest cost0.08%XLE · $8 on $10k

Most income2.56%IXC · $256 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common61.4%IXC and XLE

IXC

XLE

iShares Global Energy ETF · $3.3BState Street Energy Select Sector SPDR ETF · $44.6B

+20.1%3 years · per year$17,316 · $17,324+20.1%

+20.2%5 years · per year$25,061 · $26,887+21.9%

0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%

2.56%12-mo yield$256 · $228 on $10k2.28%

−15.4%Worst dropSmaller wins−15.0%

21.2%VolatilityLower wins22.6%

2–3XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · XLE

18.5%XOM24.3%

11.2%CVX18.3%

4.5%COP7.2%

3.0%MPC4.6%

Held in common61.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.56%	−0.8%	+48.2%	+52.0%	+20.1%	+20.2%	−15.4%	$3.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.56%	−0.8%	+48.2%	+52.0%	+20.1%	+20.2%	−15.4%	$3.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IXC vs XLE

IXC

iShares Global Energy

$25,061

XLE

Energy Select Sector SPDR

$26,887

MeasureIXCXLE

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield2.56%2.28%

5 years, per year+20.2%+21.9%

3 years, per year+20.1%+20.1%

Worst drop · 1Y−15.4%−15.0%

Volatility · 1Y21.2%22.6%

3–2measures won
XLE first

61.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IXC, XLE

Today

61.4%most shared, IXC and XLE

IXCXLE

IXC—61.4%

XLE61.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

IXC$256 − $37 = $219

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee